EPISODE · May 15, 2026 · 20 MIN

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from In tune with the markets · host Robeco

In a market where AI now outweighs geopolitics, even tensions in Iran barely register. The earnings season has been a blockbuster, with the Korean market shooting the lights out. Despite expectations of no further US rate cuts, investors seem unfazed, and semiconductors continue to lead the charge. Companies across the AI supply chain dominate market performance, while traditionally 'safer' sectors such as consumer staples and healthcare are severely lagging behind. Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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